The document outlines the features and benefits of the eresource ERP CRM module, addressing challenges faced by project companies, such as complex project management and customer satisfaction. It highlights key operational features, including sales lead tracking, follow-up management, and real-time dashboards for performance monitoring. The solution aims to enhance customer relations, streamline processes, and support decision-making through detailed reporting and data integration.

1. 1
eresource nfra ERP
CRM Module Tour

2. 2
Industry overview
The project companies is currently facing ample number of challenges like :-
1) Increasingly large and complex projects,
2) Shorter turnaround times
3) Prolonged handover requirements.
4) Increased competition
5) Volatility in material prices
6) Profitability margin
7) Cost control parameter
8) Customer satisfactions

3. 3
Operational lacuna
• Project life cycle management
• Estimatiorn of project
• Maitantaine data of multiple stake holder
• Complex sales process
• Integrated solution for collected data and customer information
• Trouble spots and speeding up customer satisfaction.
• Mature CRM systems and billing applications.
• Unstandardise business procces
• Quick decision making
• Efficient collaboration tool with customer needs

4. 4
Features of CRM
Sales and Negotiation Bible
• Questionnaries Master
• Questionnaries Display
• Followup List
Sales
• Sales Lead
Order Management
• Sales Enquiry
• Sales Quotation
•Sales Order
Pending Approval
• Pending Lead
• Pending Enquiry
• Pending Order
•Pending Quotation
Sales Reports
•:Lead By Source
• Open sales Ageing
•Sales Performance
•Activity Log
•Key Performance Indicator
•Sales Funnel
• Lead by Region

5. 5
Dashboard Todays scheduled activity list
Date wise pending activity list
eresource CRM dash board provide a real time snapshot of your organization key metrics. Using dash board you can easily visualize
the oportunities , approach, status of sales-lead in SPANCO model i.e SuspectDefinition Prospect Identification ,Approach -Analysis
Evaluation and qualification of requirements, identification of the solution Negotiation, Closing Finalization , Order Ongoing Account
follow-up and Order management and sales monitoring

6. 6
Questionnaries Display
According to category and related the
question and answer will be displayed
Resulted Questions

7. 7
Followup List
WFollow up list enables you to maintain the follow ups of all sales call.
Each sale Lead / Calls can be classified as per the priorities, such as
Moderate, Low and High for easy identification.
Priority of followup
Add your new followups
System will automatically create the
thread of your followups

8. 8
Sales Lead
Other related information of customer
Your see your followups as
shown in previous slide
You can add your new followups as
shown in previous slide
It will automates lead generation, lead tracking, follow-ups etc., in simple yet incredibly powerful fashion.

9. 9
Sales Enquiry
The most important factor in the sales enquiry is the provision to update/add BoQ items.
Provision to attach any format file
related to your enquiry Enquiry can be tagged
/Notified to multiple
Associates/User
General Information

10. 10
Sales Enquiry(Client Detail Tag)
Client Details Consultant Details
Where you will have the complete information of client, consultant details

11. 11
Sales Quotation
Amount Distribution
Related Associate
Apply Resources to multiple BOQ Items at one time.

12. 12
Sales Estimation
Total amount with net profit
Detail Quote
Offer
Format

13. 13
Sales Order
Financial terms and condition
Attachment of
related document
Converting Order from Final Ammended Estimated.

14. 14
Pendings
You can see all your pending leads,enquiry,
Quotation, Order in this page. Where the
green colour indicate unseen transaction

15. 15
Report
You can see reports for
Lead By Source,Lead by region,
open sales performance,activity
log key performance indicator

16. 16
Sales Funnel

17. 17
eresource CRM Solution key Feature
• Estimation is computed on line wise item of of BOQ.
• Precise material planning
• All cost like Material, Subcontracting,services,Installation, adon charges are automatically applied.
• Questionnaire bible for knowledge sharing.
• Follow up list to manage each sales lead on priority basis.
• Manage and generate sales lead which gives complete information of customer.
• Holistic approach to manage sales inquiry with extensive detailed information
• Provides senior management with accurate visibility into the Project Sales Pipeline.
• Valuable information around key stakeholders assists in maintaining lasting and satisfactory relationships.
• Maintains business continuity for long sales cycles.

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DASHBOARD AND REPORTING
• Personalize data views, real time snapshot.
• Based on SPANCO model
• Use built-in traditional or customize reports
• Track and measure performance for the organization and individuals.
• Use inline visualizations to gain knowledge on key performance indicators (KPI)
• Facility of “ To do list” ,regularly “Notification “and “Pop up”

19. 19
Why we are best
Our Strenth
 leading and pioneer in web based ERP solution provider company in India as well as expanding our
footprintoverseas.
 As of 22 years of huge experience in implementing ERP in India and middle east.
 Indigenous company having strong track record of 350 ERP successfully implementation across diverse i
industry verticals.
 BBC also recognized us one of the fastest growing Enterprise software company.
 70 qualified professionals and 50 plus Support & Implementation.
 Independent & dedicated teams of highly skilled professionals under each vertical.
 Our Core focus on helping the business to achieve operational excellence and better ROI by providing
cutting edge, robust software solution.

20. 20
Customer Insight :-
• eresource ERP solution help to gain a better understanding of their customers through Customer
Data Integration, ensuring content consolidation, and effortless managing customer information.
Efficient and Scalable Solution -
• eresource customer-centric approach helps organizations to achive operational excellence
solutions effectively and at optimal costs.
• It is achieved by our domain expertise gained over 22 years of successful ERP implementations
andby employing best global practices-based on business process

21. 21
Contact Us
Registered Office:
eresource Infotech Private Limited,
TMA House 1st floor, Road No. 16,
Plot No. 6,Wagle Estate ,Thane (West)
Tel: +91 22 41118000 to +91 22 41118050 (50 Lines)
www.eresourceerp.com | http://nfra.eresourceerp.com/
Dubai
P O Box 52034, Dubai UAE
Mobile Number: 0097155 9018499
Email: sn@eresourceinfotech.com